Welcome to our dedicated page for Waystar Holding SEC filings (Ticker: WAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Waystar Holding Corp. (Nasdaq: WAY) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered tools to help interpret them. Waystar operates as a healthcare payment software and health information services company, and its filings offer detailed insight into its financial condition, capital structure, and significant corporate events.
Investors can review Form 8-K current reports in which Waystar discloses material events such as quarterly earnings announcements, amendments to its credit agreements, and the completion of acquisitions. For example, the company has filed 8-Ks describing results for specific fiscal quarters, the execution of amendments to its First Lien Credit Agreement, and the closing of the acquisition of Iodine Software, including information about consideration paid and related financing arrangements.
Waystar’s filings also address topics such as its status as an emerging growth company, underwritten secondary offerings by selling stockholders, and stockholder and lockup agreements associated with strategic transactions. These documents provide context on ownership dynamics, board composition changes, and registration rights for significant investors.
On this page, Stock Titan surfaces real-time updates from the SEC’s EDGAR system so that new Waystar filings appear promptly. AI-powered summaries help explain the key points of lengthy documents, highlighting items like revenue and earnings disclosures in earnings-related 8-Ks, terms of material definitive agreements, and details of merger and acquisition transactions. Users can quickly understand what each filing covers without reading every page.
In addition to 8-Ks, investors can use this page to locate Waystar’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, when available, as well as any proxy statements or registration statements referenced in the company’s disclosures. For those tracking governance and ownership, insider transaction reports on Form 4 can also be accessed to monitor equity activity by directors and officers.
By combining structured access to Waystar’s SEC filings with AI-generated explanations, this page is intended to make it easier to analyze complex regulatory documents, follow the company’s financing and M&A activity, and understand the legal and financial context behind its healthcare payment software business.
Waystar Holding Corp. Chief Executive Officer Matthew J. Hawkins reported exercising stock options for 70,000 shares of common stock at $4.1400 per share and selling 70,000 shares in open-market transactions at weighted average prices of $23.0228 and $23.0873 in mid-July 2026.
The transactions occurred automatically under a Rule 10b5-1 trading plan adopted on March 13, 2026. Hawkins continues to hold common stock and vested stock options, including positions covering 1,468,337 underlying shares directly and 343,135 and 46,208 underlying shares through grantor retained annuity trusts.
Shareholder Matthew J Hawkins lists 70000 shares of WAY common stock under “Securities To Be Sold,” to be sold on 07/15/2026 following an Exercise of Stock Options, with an aggregate market value of $1553300.00 through Morgan Stanley Smith Barney LLC. Under “Securities Sold During The Past 3 Months,” he reports a prior sale of 47754 shares on 06/09/2026 for $918309.42.
Waystar Holding Corp. CEO Matthew J. Hawkins reported a routine tax-related share withholding. On the vesting of Non-Qualified Stock Options granted on June 6, 2024, 47,754 shares of common stock were withheld at $19.23 per share to cover tax obligations.
The Form 4 classifies this as a tax-withholding disposition, not an open-market trade. After this transaction, Hawkins directly holds 926,816 shares of Waystar common stock, which the disclosure notes includes unvested RSUs.
Waystar Holding Corp. Chief People Officer Kimberly S. Wittman reported a routine tax-related share disposition. On the vesting of Non-Qualified Stock Options granted on June 6, 2024, 2,731 shares of common stock were withheld to cover taxes, based on the actual sale price of shares sold on June 9, 2026 pursuant to a sell-to-cover transaction.
After this withholding, Wittman directly holds 270,233 shares of common stock, which the disclosure notes includes unvested RSUs. The transaction is classified as a tax-withholding disposition rather than an open-market sale.
Waystar Holding Corp. Chief Transformation Officer Bridge T. Craig had 12,212 common shares withheld to cover taxes related to the vesting of Non-Qualified Stock Options granted on June 6, 2024. The withholding price was $19.23 per share, and Craig now holds 658,556 shares directly, including unvested RSUs.
Waystar Holding Corp. Chief Financial Officer Steven M. Oreskovich reported a routine tax-related share disposition. On the transaction date, 12,583 shares of common stock were withheld to cover taxes upon vesting of Non-Qualified Stock Options originally granted on June 6, 2024. The withheld shares were valued at $19.23 per share. After this tax-withholding disposition, Oreskovich directly owned 424,200 shares of Waystar common stock, a figure that the filing notes includes unvested RSUs.
Waystar Holding Corp.'s Chief Marketing Officer Melissa F. (Missy) Miller reported a tax-related share disposition. On the transaction date, 2,887 shares of common stock were withheld at $19.23 per share to cover taxes upon vesting of Non-Qualified Stock Options. After this withholding, she held 252,077 shares directly, which the footnote states includes unvested RSUs. This event reflects routine tax withholding rather than an open-market sale.
Waystar Holding Corp. Chief Technology Officer Christopher L. Schremser had 14,751 shares of common stock withheld to cover taxes tied to equity compensation. The shares were valued at $19.23 each and relate to Non-Qualified Stock Options granted on June 6, 2024. After this tax-withholding disposition, he directly holds 495,033 shares of Waystar common stock, which the disclosure notes includes unvested restricted stock units.
DeMichiei Robert reported acquisition or exercise transactions in this Form 4 filing.
Waystar Holding Corp. director Robert DeMichiei received an equity grant in the form of restricted stock units. The award covers 9,303 RSUs, each representing one share of common stock upon settlement, and was granted at no cash cost per share.
The RSUs vest on the earlier of June 1, 2027 or the first regularly scheduled annual stockholder meeting following the grant date. After this grant, DeMichiei directly holds 46,199 shares of common stock, a figure that includes unvested RSUs.
Gupta Aashima reported acquisition or exercise transactions in this Form 4 filing.
Waystar Holding Corp. director Aashima Gupta reported receiving a grant of 9,303 shares of Common Stock in the form of restricted stock units. These RSUs vest on the earlier of June 1, 2027 or the first regularly scheduled annual stockholder meeting after the grant. Following this award, Gupta is shown holding 14,437 shares of Common Stock, including unvested RSUs. This is a compensation-related equity grant rather than an open-market purchase or sale.